Thrive Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Thrive Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,949	Closed	-$403K	–	189
2023 Q1	$403K	Buy	7,949 +1,564	+24%	+$78.5K	0.1%	115
2022 Q4	$316K	Buy	+6,385	New	+$312K	0.09%	128
2022 Q1	–	Sell	-25,414	Closed	-$1.4M	–	166
2021 Q4	$1.4M	Buy	+25,414	New	+$1.39M	0.48%	28

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Thrive Wealth Management's VTEB Position: Q2 2023 in Review

Thrive Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2023, closing a stake of 7,949 shares — an estimated $403K sold.

Thrive Wealth Management first reported a position in VTEB in Q4 2021 and held it in 3 quarters. The position peaked at $1.4M in Q4 2021. 891 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

Thrive Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2023 after selling out during the quarter.
Thrive Wealth Management sold 7,949 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $403K.
Thrive Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 3 quarters.
Thrive Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.4M in Q4 2021.
891 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Thrive Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.